+725.0%
VTV vs IONS
+538.4%
+186.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.2% | -0.2% |
| 7D | +0.5% | -4.8% | +5.4% | +1.1% |
| 30D | +1.1% | +7.2% | -6.1% | +0.1% |
| 3M | +5.9% | -22.7% | +28.6% | +8.6% |
| 6M | +11.6% | -26.9% | +38.5% | +15.2% |
| YTD | +19.8% | -26.6% | +46.4% | +23.5% |
| 1Y | +26.2% | -2.1% | +28.4% | +25.1% |
| 3Y | +68.5% | +43.4% | +25.0% | +54.5% |
| 5Y | +79.9% | +47.0% | +32.9% | +60.8% |
| 10Y | +229.7% | +97.2% | +132.5% | +167.5% |
| All | +725.0% | +538.4% | +186.7% | +363.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling